My Reports

When you find a report that suits your needs, select the parameters, and then save it. The report is saved here to My Reports—now you have your own suite of custom reports. Users with Unit Performance Analyst role (most often administrators and managers) can store up to 20 customized reports.

What do you want to do?

Each module in Service Optimization has a search function at the top of the screen enabling you to easily and quickly get to the information you need. Enter a keyword (full or partial) and select the magnifying glass search icon or press enter.

Some modules, like Rooms, Issues, Equipment have additional predefined options to narrow what is searched, for example, the Issues search has Name, Department and Trade. When you enter the keyword, only the category selected will be searched.

After you run a report click save and enter a report name. The report will then be added here for quick access.

  1. On the left sidebar, click Reports report menu iconand then click Operational.
  2. Click the report you want to run.
  3. In the Available column, select the parameters you want to use to limit the report data and at the bottom of the page, click Move a single option from the Available column to the Selected column
  4. Enter the parameters and then click next in the top-right.
  5. Review the report parameters and if necessary update. If you want to add or remove a parameter, click Go back. Go to previous. to go back to the previous page.
  6. Do one of the following:
    • Click save to save the report to My Reports.
    • Click OK - Save to run the report.

      The report will automatically be saved to PDF format. Click the ellipsis to save to Excel or CSV.

  1. On the left sidebar, click Reports report menu icon, click Saved and Scheduled, and then click My Reports.
  2. Clickrun report next to the report you want to run.
  3. Enter the parameters and click Green checkmark indicating to save or confirm action. When the report finishes running, it will be available in the Reports message center.
  1. Select the checkbox next to the report you want to delete.
  2. At the bottom of the page, click Delete.
  3. Click Green checkmark indicating to save or confirm action to confirm.